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Electric Vehicles

Electric vehicles replace the engine and fuel tank with a motor and a battery pack, which rewrites both the supply chain and the cost structure of a car. Battery cost and charging convenience set the pace of adoption.

124 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
151
Balyasny Asset Management
Balyasny Asset Management
Illinois
$434M +$327M 27 1.41% Increased
152
Los Angeles Capital Management
Los Angeles Capital Management
California
$433M -$48.4M 11 2.13% Reduced
153
Bridgewater Associates
Bridgewater Associates
Connecticut
$433M +$43.6M 14 1.83% Increased
154
Point72 Asset Management
Point72 Asset Management
Connecticut
$430M +$185M 10 1.81% Increased
155
Select Equity Group
Select Equity Group
New York
$430M +$15.1M 2 1.38% Increased
156
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$420M -$2.14M 4 2.05% Reduced
157
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$416M +$95.5M 11 1.29% Increased
158
Winslow Capital Management
Winslow Capital Management
Minnesota
$410M -$225M 3 2.19% Reduced
159
Aviva
Aviva
United Kingdom
$409M +$78.7M 14 2.18% Increased
160
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$403M +$58.6M 13 0.75% Increased
161
TMC
Toyota Motor Corp
Japan
$387M $0 1 33.12% Maintained
162
Two Sigma Investments
Two Sigma Investments
New York
$384M -$336M 29 1.27% Reduced
163
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$375M +$47.2M 4 4.3% Increased
164
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$373M +$4.79M 21 0.95% Increased
165
Asset Management One
Asset Management One
Japan
$373M +$8.06M 15 1.75% Increased
166
STRS Ohio
STRS Ohio
Ohio
$362M -$41.8M 25 1.63% Reduced
167
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$358M +$40.8M 45 2.1% Increased
168
Truist Financial
Truist Financial
North Carolina
$355M +$19.9M 23 0.65% Increased
169
HighTower Advisors
HighTower Advisors
Illinois
$352M +$20.8M 31 0.91% Increased
170
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$347M +$194M 13 1.88% Increased
171
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$346M -$188K 14 2.19% Reduced
172
Brown Advisory
Brown Advisory
Maryland
$345M -$44.5M 11 0.65% Reduced
173
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$344M +$369M 9 2.6% Increased
174
Capricorn Investment Group
Capricorn Investment Group
California
$340M $0 3 75.11% Maintained
175
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$337M -$17M 15 1.56% Reduced